Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WP BEVERAGES, LLC
EIN 20-0570102Latest filing 2025
Plans
4
Retirement
3
$78.9M assets
Welfare
1
$920K premiums
Participants
1,636
6176 PEPSI WAY, P.O. BOX 6008 - WINDSOR, WI 535989649608-846-1200
Retirement portfolio analytics
3 plans aggregated / $78.9M assets / 1,029 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
94%top
- THE VANGUARD GROUP, INC.94%
- (Not disclosed)6%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $920K premiums / 804 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$538K
- Life$341K
- Long-term disability$341K
- Other$341K
- Vision$40K
Carrier market share
Premium dollars by Schedule A carrier
59%top
- HCC LIFE INSURANCE COMPANY59%
- RELIASTAR LIFE INSURANCE COMPANY37%
- NGL4%
Broker market share
Schedule A broker compensation
81%top
- M3 INSURANCE SOLUTIONS INC81%
- C2 CENTRIC LLC14%
- WATCHTOWER BENEFITS, LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WP BEVERAGES, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$74.2M
Participants952
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
INTERACTIONS INCORPORATED DBA HOOSIER REFRESHMENT COMPANY RETIREMENT PLAN FOR NON-UNION EMPLOYEES
TraditionalDB
Assets$3.7M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
INTERACTIONS INC. DBA HOOSIER REFRESHMENT CO. RETIREMENT PLAN FOR UNION EMPLOYEES
TraditionalDB
Assets$982K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WP BEVERAGES, LLC EMPLOYEE BENEFITS PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$920K
Covered lives804
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WP BEVERAGES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $74.2M | 952 | 2024 | |
| 004 | INTERACTIONS INCORPORATED DBA HOOSIER REFRESHMENT COMPANY RETIREMENT PLAN FOR NON-UNION EMPLOYEES | TraditionalDB | $3.7M | 49 | 2024 | |
| 003 | INTERACTIONS INC. DBA HOOSIER REFRESHMENT CO. RETIREMENT PLAN FOR UNION EMPLOYEES | TraditionalDB | $982K | 28 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WP BEVERAGES, LLC EMPLOYEE BENEFITS PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $920K | 804 | 2025 |
Retirement plans
Welfare plans